Bartlett & Co Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.4K | Buy |
1,514
+240
| +19% | +$15K | ﹤0.01% | 556 |
|
|
2025
Q1 | $75.1K | Buy |
1,274
+54
| +4% | +$3.18K | ﹤0.01% | 587 |
|
|
2024
Q4 | $60.4K | Hold |
1,220
| – | – | ﹤0.01% | 609 |
|
|
2024
Q3 | $60.6K | Hold |
1,220
| – | – | ﹤0.01% | 623 |
|
|
2024
Q2 | $53.6K | Sell |
1,220
-253
| -17% | -$11.1K | ﹤0.01% | 648 |
|
|
2024
Q1 | $61.9K | Hold |
1,473
| – | – | ﹤0.01% | 628 |
|
|
2023
Q4 | $57.6K | Hold |
1,473
| – | – | ﹤0.01% | 677 |
|
|
2023
Q3 | $51.5K | Buy |
1,473
+191
| +15% | +$6.68K | ﹤0.01% | 661 |
|
|
2023
Q2 | $46.7K | Hold |
1,282
| – | – | ﹤0.01% | 683 |
|
|
2023
Q1 | $47.9K | Hold |
1,282
| – | – | ﹤0.01% | 576 |
|
|
2022
Q4 | $44.3K | Sell |
1,282
-956
| -43% | -$33.1K | ﹤0.01% | 601 |
|
|
2022
Q3 | $70.6K | Buy |
2,238
+990
| +79% | +$31.2K | ﹤0.01% | 508 |
|
|
2022
Q2 | $42.8K | Hold |
1,248
| – | – | ﹤0.01% | 596 |
|
|
2022
Q1 | $46K | Buy |
+1,248
| New | +$46K | ﹤0.01% | 592 |
|